Previously Known As : Formerly Known As Sundaram Bluechip Fund
Sundaram Large Cap Fund Datagrid
Category Large Cap Fund
BMSMONEY Rank 25
Rating
Growth Option 09-09-2026
NAV ₹20.36(R) -0.56% ₹22.17(D) -0.56%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -3.07% 5.71% 6.45% -% -%
Direct -1.86% 7.06% 7.89% -% -%
Nifty 100 TRI -2.37% 8.42% 8.09% 13.27% 11.79%
SIP (XIRR) Regular -4.59% 0.94% 5.6% -% -%
Direct -3.41% 2.24% 7.01% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.16 0.09 0.32 -1.58% 0.03
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
12.76% -19.89% -14.74% 0.86 9.58%
Fund AUM As on: 30/12/2025 3364 Cr
Top Large Cap Fund
Fund Name Rank Rating
quant large cap fund 1
Invesco India Largecap Fund 2
Bank of India Large Cap Fund 3
Nippon India Large Cap Fund 4
ICICI Prudential Large Cap Fund 5
Whiteoak Capital Large Cap Fund 6
DSP Large Cap Fund 7

NAV Date: 09-09-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) 14.76
-0.0800
-0.5600%
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 14.76
-0.0800
-0.5600%
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW) 16.1
-0.0900
-0.5600%
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) 16.1
-0.0900
-0.5600%
Sundaram Large Cap Fund(Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Growth 20.36
-0.1100
-0.5600%
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund)Direct Plan - Growth 22.17
-0.1200
-0.5600%

Review Date: 09-09-2026

Beginning of Analysis

In the Large Cap Fund category, Sundaram Large Cap Fund is the 25th ranked fund. The category has total 29 funds. The 1 star rating shows a very poor past performance of the Sundaram Large Cap Fund in Large Cap Fund. The fund has a Jensen Alpha of -1.58% which is lower than the category average of 0.22%, showing poor performance. The fund has a Sharpe Ratio of 0.16 which is lower than the category average of 0.31.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Large Cap Mutual Funds are ideal for conservative equity investors seeking stable returns with lower risk. These funds invest primarily in the top 100 companies by market capitalization, offering a balanced portfolio of well-established and financially stable companies. While they provide lower growth potential compared to mid-cap and small-cap funds, they also carry lower risk and volatility. Investors should have a long-term investment horizon and a moderate risk tolerance to invest in these funds. Additionally, the success of these funds depends on the fund manager's ability to select and manage large-cap stocks effectively.

Sundaram Large Cap Fund Return Analysis

The Sundaram Large Cap Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Large Cap Fund peers and the Nifty 100 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Large Cap Fund category and its ability to outperform or underperform the benchmark and category averages.

  • The fund has given a return of -4.59%, 2.65 and 0.78 in last one, three and six months respectively. In the same period the category average return was -3.46%, 3.58% and 2.78% respectively.
  • Sundaram Large Cap Fund has given a return of -1.86% in last one year. In the same period the Nifty 100 TRI return was -2.37%. The fund has given 0.51% more return than the benchmark return.
  • The fund has given a return of 7.06% in last three years and rank 29th out of thirty funds in the category. In the same period the Nifty 100 TRI return was 8.42%. The fund has given 1.36% less return than the benchmark return.
  • Sundaram Large Cap Fund has given a return of 7.89% in last five years and category average returns is 9.26% in same period. The fund ranked 22nd out of twenty seven funds in the category. In the same period the Nifty 100 TRI return was 8.09%. The fund has given 0.2% less return than the benchmark return.
  • The fund has given a SIP return of -3.41% in last one year whereas category average SIP return is -0.91%. The fund one year return rank in the category is 24th in 32 funds
  • The fund has SIP return of 2.24% in last three years and ranks 28th in 30 funds. Invesco India Largecap Fund has given the highest SIP return (8.94%) in the category in last three years.
  • The fund has SIP return of 7.01% in last five years whereas category average SIP return is 8.9%.

Sundaram Large Cap Fund Risk Analysis

  • The fund has a standard deviation of 12.76 and semi deviation of 9.58. The category average standard deviation is 14.29 and semi deviation is 10.68.
  • The fund has a Value at Risk (VaR) of -19.89 and a maximum drawdown of -14.74. The category average VaR is -21.21 and the maximum drawdown is -16.23. The fund has a beta of 0.89 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Large Cap Fund Category
  • Good Performance in Large Cap Fund Category
  • Poor Performance in Large Cap Fund Category
  • Very Poor Performance in Large Cap Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Nifty 100 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -4.69 -4.25
    -3.52
    		-5.22 | -0.65 32 | 33 Poor
    3M Return % 2.34 2.01
    3.33
    		-1.98 | 9.94 25 | 33 Average
    6M Return % 0.16 0.54
    2.23
    		-2.02 | 11.79 29 | 33 Poor
    1Y Return % -3.07 -2.37
    -1.45
    		-7.30 | 6.76 23 | 32 Average
    3Y Return % 5.71 8.42
    8.65
    		5.48 | 12.01 29 | 30 Poor
    5Y Return % 6.45 8.09
    8.10
    		4.85 | 12.32 23 | 27 Poor
    1Y SIP Return % -4.59
    -1.99
    		-8.84 | 10.59 24 | 32 Average
    3Y SIP Return % 0.94
    3.34
    		0.54 | 8.03 29 | 30 Poor
    5Y SIP Return % 5.60
    7.72
    		4.91 | 11.07 24 | 27 Poor
    Standard Deviation 12.76
    14.29
    		12.76 | 17.80 1 | 30 Very Good
    Semi Deviation 9.58
    10.68
    		9.58 | 12.80 1 | 30 Very Good
    Max Drawdown % -14.74
    -16.23
    		-20.67 | -13.38 8 | 30 Very Good
    VaR 1 Y % -19.89
    -21.21
    		-24.13 | -15.58 6 | 30 Very Good
    Average Drawdown % 5.04
    7.16
    		4.47 | 10.39 28 | 30 Poor
    Sharpe Ratio 0.16
    0.31
    		0.07 | 0.49 27 | 30 Poor
    Sterling Ratio 0.32
    0.40
    		0.26 | 0.53 27 | 30 Poor
    Sortino Ratio 0.09
    0.16
    		0.06 | 0.23 27 | 30 Poor
    Jensen Alpha % -1.58
    0.22
    		-3.76 | 3.52 26 | 30 Poor
    Treynor Ratio 0.03
    0.05
    		0.01 | 0.08 27 | 30 Poor
    Modigliani Square Measure % 2.28
    4.49
    		1.05 | 7.16 27 | 30 Poor
    Alpha % -2.69
    -0.10
    		-4.55 | 4.90 27 | 30 Poor
    Return data last Updated On : Sept. 9, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Nifty 100 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -4.59 -4.25 -3.46 -5.15 | -0.52 33 | 34 Poor
    3M Return % 2.65 2.01 3.58 -1.51 | 10.01 25 | 34 Average
    6M Return % 0.78 0.54 2.78 -1.57 | 12.61 27 | 33 Average
    1Y Return % -1.86 -2.37 -0.35 -5.79 | 8.13 20 | 32 Average
    3Y Return % 7.06 8.42 9.84 6.97 | 13.52 29 | 30 Poor
    5Y Return % 7.89 8.09 9.26 5.85 | 13.27 22 | 27 Poor
    1Y SIP Return % -3.41 -0.91 -7.98 | 10.83 24 | 32 Average
    3Y SIP Return % 2.24 4.50 1.94 | 8.94 28 | 30 Poor
    5Y SIP Return % 7.01 8.90 6.12 | 12.62 23 | 27 Poor
    Standard Deviation 12.76 14.29 12.76 | 17.80 1 | 30 Very Good
    Semi Deviation 9.58 10.68 9.58 | 12.80 1 | 30 Very Good
    Max Drawdown % -14.74 -16.23 -20.67 | -13.38 8 | 30 Very Good
    VaR 1 Y % -19.89 -21.21 -24.13 | -15.58 6 | 30 Very Good
    Average Drawdown % 5.04 7.16 4.47 | 10.39 28 | 30 Poor
    Sharpe Ratio 0.16 0.31 0.07 | 0.49 27 | 30 Poor
    Sterling Ratio 0.32 0.40 0.26 | 0.53 27 | 30 Poor
    Sortino Ratio 0.09 0.16 0.06 | 0.23 27 | 30 Poor
    Jensen Alpha % -1.58 0.22 -3.76 | 3.52 26 | 30 Poor
    Treynor Ratio 0.03 0.05 0.01 | 0.08 27 | 30 Poor
    Modigliani Square Measure % 2.28 4.49 1.05 | 7.16 27 | 30 Poor
    Alpha % -2.69 -0.10 -4.55 | 4.90 27 | 30 Poor
    Return data last Updated On : Sept. 9, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Sundaram Large Cap Fund NAV Regular Growth Sundaram Large Cap Fund NAV Direct Growth
    09-09-2026 20.3597 22.1721
    08-09-2026 20.4743 22.2961
    07-09-2026 20.6002 22.4325
    04-09-2026 20.7016 22.5406
    03-09-2026 20.7247 22.565
    02-09-2026 20.7299 22.57
    01-09-2026 20.8752 22.7274
    31-08-2026 21.0214 22.8858
    28-08-2026 20.9926 22.8522
    27-08-2026 20.9952 22.8543
    26-08-2026 21.047 22.9099
    25-08-2026 21.12 22.9887
    24-08-2026 21.0437 22.9048
    21-08-2026 21.1159 22.9811
    20-08-2026 21.1416 23.0083
    19-08-2026 21.0259 22.8816
    18-08-2026 21.0782 22.9378
    17-08-2026 21.1613 23.0275
    14-08-2026 21.1981 23.0652
    13-08-2026 21.2211 23.0895
    12-08-2026 21.2528 23.1232
    11-08-2026 21.2786 23.1506
    10-08-2026 21.361 23.2394

    Fund Launch Date: 08/Oct/2020
    Fund Category: Large Cap Fund
    Investment Objective: The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
    Fund Description: Open ended Large Cap fund
    Fund Benchmark: Nifty 100 Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.